affordable-legal-documents.com - estateplanningdata

Please fill out the following form to start the process in completing your estate plan. Please fill out as much as you can, as all the information is required to complete your estate plan. You will be contacted and all information will be reviewed by one of our attornies.

Husband
Full Birth Name:
Date of birth:
How do you sign your name:
Citizenship:
Wife
Full Birth Name:
Date of birth:
How do you sign your name:
Citizenship:
Contact Phone Number
Address
Street:
City, State, Zip:
County:
E-mail Address:

Name of trust:

Name of husband, i.e., John C. Smith Family Trust
Name of husband and wife, i.e., John and Mary Smith Family Trust

Names of children from oldest:	Birth date:

If you have more than six children the remaining children will be added during the interview process.

First Successor Trustee
Name:
Address:
Phone:
Second Successor Trustee
Name:
Address:
Phone:
First Successor Personal Representative
Usually same as First Successor Trustee, or:
Second Successor Personal Representative
Usually same as Second Successor Trustee, or:
First Guardian
Name:
Address:
Phone:
Second Guardian
Name:
Address:
Phone:
Custodian
Usually same as First Successor Trustee, or:
Age of distribution to children (usually 30, but you may wish to choose a younger age if your children are particularly mature, or an older age if otherwise)

General
Have you ever been divorced?
If yes, is the divorce final?
Are there children by your former marriage?
Is the value of your estate in excess of $2,000,000?
At this time, do you wish to give any particular gifts to charities, church, alma mater, etc.?
Do you own real estate? (If yes, you will need to mail or fax copies, do not send originals.)

Note: You will be contacted and all of the information reviewed before preparation of your plan. At that time, you may ask any questions that you (and/or your spouse) may have. If there are to be any additional charges such as additional or a need for a second trust, etc. it will be discussed at that time. You are under no obligation to continue and you will not be charged for the interview.